Aromatics webinar:
Road to recovery or tough times ahead

June 30, 2020
10:00 am - 11:00 am BST

Online

Free

Global aromatics and methanol markets faced unprecedented challenges in the first half of 2020, as the coronavirus pandemic and stay-at-home orders shuttered businesses and travel across the world. With signs that restrictions are beginning to lift in key demand centers, the return of gasoline blending may yet provide some relief to lengthening markets. Renewed optimism could be short-lived, however, as overbuilds in Asia and global supply length look set to remain key hurdles for the market. Amid ongoing economic uncertainty petrochemical companies can expect to brace for further volatility.

Speakers

Phil Reeder, Managing Editor, Aromatics, S&P Global Platts

Eshwar Yennigalla, Senior Analyst, S&P Global Platts

Stergios Zacharakis, Associate Editor, S&P Global Platts

Lara Berton, Global Methanol Lead, S&P Global Platts

Phil Reeder

Managing Editor, Aromatic
S&P Global Platts

Phil Reeder is the managing editor for aromatics at Platts, which includes coverage across gasoline components, aromatics and methanol markets. He previously covered the Europe light ends markets at Platts, including naphtha, gasoline and LPG. Prior to Platts, Phil covered upstream oil and gas news.

Eshwar Yennigalla

Senior Analyst
S&P Global Platts

Eshwar Yennigalla is a senior petrochemicals analyst at Platts, specializing in aromatics and olefins. Eshwar is responsible for refinery petrochemical simulations and forecasts, developing models for short-term and long-term petrochemical outlooks, production cost analysis tools and new analytics products. He extensively covers the global ethylene and aromatics value chains and is a regular speaker at petrochemical forums.

Stergios Zacharakis

Associate Editor
S&P Global Platts

Stergios Zacharakis covers aromatics, solvents and fuel components markets at Platts. He holds an MEng in Environmental Engineering from Democritus University of Thrace, and an MSc in Energy, Environment Technology & Economics from City University. He heads the London branch of the Greek Energy Forum and has been working in the energy and chemicals sector since 2013.

Lara Berton

Global Methanol Lead
S&P Global Platts

Lara Berton is the Global Methanol Lead at S&P Global Platts in London with a special focus on European methanol, acetic acid and vinyl acetate monomer. Prior to Platts Lara graduated from the London School of Economics and Political Science with an MSc in Local Economic Development. She also holds a BSc in International Politics from City University. She speaks fluent English, Italian, and Spanish.

Agenda

Aromatics outlook: Supply and demand forecast – COVID impact on GDP and polyester chain
Mega refineries, China’s self-sufficiency and aromatics production
Refinery optimization, convergence of chemicals and road fuels share of crude oil demand
Road fuel demand and its impact on gasoline components markets
Gasoline oversupply, storage concerns and historic drops in fuel additives
Lockdowns begin to ease, will the impact be felt on components?
Typical seasonal trends under question post-lockdown, the view from Platts forward curve data
Are there signs of recovery for global methanol markets? Impact of the coronavirus pandemic and what to expect in H2 2020
Weaker global downstream demand
Methanol margin erosion and responses to global supply length
Market eyes pricing mechanism alternatives amid spot price volatility
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Aromatics webinar: Road to recovery or tough times ahead